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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,880 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $25,007 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,410 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,759 | $99,957-66.2% | $149,715-77.5% | $73,493-54.1% |
| Participation rate | 78.8% | 75.7%+3.1pp | 82.5%-3.7pp | 70.7%+8.1pp |
| Annual return | 20.34% | 53.87%-33.5pp | 276.66%-256.3pp | 28.51%-8.2pp |
| Employer contribution / active EE | $2,542 | $3,191-20.4% | $4,645-45.3% | $2,270+12.0% |
| Participant deferral / active EE | $5,208 | $6,073-14.2% | $6,842-23.9% | $3,740+39.3% |
| Admin fee / account holder | $269 | $551-51.1% | $9,310-97.1% | $513-47.5% |